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Dimensional US Real Estate ETF

279 hedge funds and large institutions have $1.09B invested in Dimensional US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

7% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$75.9M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4.6% more ownership

Funds ownership: 72.31%76.9% (+4.6%)

Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.75M
Puts
$1.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Satovsky Asset Management
New York
$9.68M
TFO
27
Timonier Family Office
North Carolina
$9.32M
Raymond James Financial
28
Raymond James Financial
Florida
$9.23M
FFM
29
Forum Financial Management
Illinois
$9.18M
HSG
30
Helen Stephens Group
Texas
$8.65M
OFA
31
Onyx Financial Advisors
Idaho
$8.57M
PS
32
Pinney & Scofield
Massachusetts
$8.55M
Betterment LLC
33
Betterment LLC
New York
$8.12M
LI
34
LRI Investments
Florida
$8.08M
CPW
35
Crestmont Private Wealth
Texas
$7.56M
PFA
36
Pillar Financial Advisors
Kentucky
$7.17M
DAS
37
Dynamic Advisor Solutions
Arizona
$6.94M
SPWM
38
Straight Path Wealth Management
Michigan
$6.61M
VAG
39
Vannoy Advisory Group
Texas
$6.37M
PAG
40
Private Advisor Group
New Jersey
$6.35M
FH
41
Financial Harvest
Florida
$6.18M
CW
42
Curio Wealth
Maryland
$6.15M
SFO
43
Stokes Family Office
Louisiana
$6.02M
PFG
44
Pinnacle Financial Group
Illinois
$5.94M
AC
45
AWM Capital
Arizona
$5.84M
OA
46
Oceanside Advisors
South Carolina
$5.09M
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$5.03M
CPIG
48
Chicago Partners Investment Group
Illinois
$4.99M
GCA
49
Gradient Capital Advisors
California
$4.72M
LFGO
50
Legacy Financial Group (Oklahoma)
Oklahoma
$4.64M